Senior Analyst Financial Planning & Analysis

TD Ameritrade

New York, New York, United States of America
Base: $110,000 - $150,000 usd; bonus/equity: eligi...
5+ years fp&a experience in financial services
Cpa or cma accounting designation required
Expert proficiency in excel, word, powerpoint
This core FP&A role requires prior hands-on experience in planning, forecasting, and performance management within a complex financial services environment

Job Summary

  • This core FP&A role requires prior hands-on experience in planning, forecasting, and performance management within a complex financial services environment.
  • The successful candidate will oversee monthly and quarterly operating results, compile Annual Plans, and provide forward-looking analysis to Senior Management.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.

Matching Summary

This core FP&A role requires prior hands-on experience in planning, forecasting, and performance management within a complex financial services environment.

Salary

Base: $110,000 - $150,000 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts included

Skills & Requirements

Must-have

  • 5+ years FP&A experience in financial services
  • CPA or CMA accounting designation required
  • Expert proficiency in Excel, Word, PowerPoint
  • Experience drafting Board-ready executive materials
  • Knowledge of Hyperion, Power BI, Tableau

Nice-to-have

  • Strong business acumen and relationship building
  • Ability to work with minimal supervision
  • Conceptual thinking and problem-solving skills
  • Adaptability in fast-paced environments

Key Requirements

  • Undergraduate degree required
  • CPA or CMA certification mandatory
  • Minimum 5 years relevant FP&A experience
  • Experience in capital markets or banking sector

Work Rights

Not specified

Tailored Resume

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